2013 04 cbi informational residency incubator final slideshare
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Capacity Building Initiative Residency Incubator Program 2013.04.04 Application Workshop
description
Transcript of 2013 04 cbi informational residency incubator final slideshare
Capacity Building Initiative Residency Incubator Program
2013.04.04 Application Workshop
Presentation Objectives:
• Program Overview • Application & Guidelines • Managing Your Grant • Question & Answer
FrenetiCore Residency Incubator | Class of 2013
MISSION:
To invest, impact, and inform
the administrative capacity of arts organizations
toward artistic excellence.
Brazilian Arts Foundation Residency Incubator | Class of 2013
VISION:
STRATEGY:
To provide specialized investments in an organization’s infrastructure.
Money (Revenue /Expenses)
Management (Board & Staff)
Marketing/PR Systems (admin / facilities)
PROGRAM: Pre-Incubator Incubator Accelerator Sustainability
Goal Develop orgs from
idea to start-up
Incubate orgs from start-up to growth
Accelerate orgs from growth to maturity
Sustain mature orgs through decline & turnaround
Partnership Term 12 months 36 months 12 months 12 months
Investment Limited awards of
$5000 - $7500
$15,000/year for three years
Up to $10,000 - $20,000
Up to $20,000
Services Management services &
capacity funding
Client residency, management
services, & capacity funding
Capacity funding for multiyear strategic
planning or implementation
Capacity funding for multiyear strategic planning
or implementation
Client budget size $10K - $75K $75K - $200K $100K - $750K $750K+
Client staff size (Full Time Equivalent)
0 – 1 FTE 0.5 – 2 FTE 2 – 4 FTE Staff > 3 FTE
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Participants
Class of 2014
14 Pews
Apollo Chamber Players
Frame Dance Productions
Landing Theater Company
Our Image Film & Arts
Q-Fest
Shunya Theatre
Urban Souls Dance Company
VOX – The Rob Seible Singers
Class of 2013
Brazilian Arts Foundation
Classical Theatre
Company
Dance Source
Houston
Freneticore
InterActive Theatre
Company
Class of 2013
Aurora Picture Show
Buffalo Soldiers
National Museum
FrenetiCore
Musiqa Inc.
River Oaks Chamber
Orchestra
Class of 2013
Mercury
The Rothko Chapel
The Initiative at-a-glance
Eligibility at a glance
must be a HAA grantee (APG | GOS | GOSE | CI | Pre-Incubator) anytime since FY05 Grant cycle (i.e. 07/2004 to current).
For RESIDENCY INCUBATOR Applicants - reported cash revenues between $50,000 and $200,000.
at least one (1) part-time staff that acts at the chief executive officer or executive director equivalent.
Class of 2013 PRE-INCUBATOR Participants are eligible to apply.
Classical Theater Company Residency Incubator | Class of 2013
Application Tips Describe current state of money,
management, systems, & marketing.
Be mindful of:
• Section D: remember to complete the Board Matrix
• Section F: Leadership Team makeup should be 3 to 5+ staff & board (majority board).
• Section G: remember to complete the Financial Profile
• Section H: be real honest & succinct with your responses.
• Email the completed Board Matrix and Financial Profile to [email protected] by deadline date.
Dance Source Houston Residency Incubator | Class of 2013
Application Tips Supplemental Materials
Be mindful of:
• Artistic Support Materials:
• List of current season (2012-2013)
• List of next season (2013-2014)
• 1 set of artistic support materials
• Electronic Copy of Supplemental Materials. Email to [email protected]:
• Board Matrix
• Financial Profile
• All accessible at the HAA website
• Organizational Assessment Survey:
• All Leadership Team members listed in Section F of the Application MUST complete.
InterActive Theater Company Residency Incubator Class of 2013
Financial Profile Spreadsheet
GOAL: Track the financial progress of your organization through 4 years historical figures and 2 years projected budgets. • Read the Instructions Tab • Indicate END DATE of your Fiscal Year on
each column of line 6 (MM/DD/YYYY) • Obtain your 2009 – 2012 IRS Form 990’s • Obtain figures from different sections of the
Form 990 (see instructions for more details):
Section Name 990 990-EZ
Summary Part I Part I
Balance Sheet Part X Part II
Statement of Revenue
Part VIII Part I
Statement of Functional Expenses
Part IX Part III
Financial Profile Spreadsheet GOAL: Track the financial progress of your organization through 4 years historical figures and 2 years projected budgets.
• Do not touch the graphs on the right column. It will self populate as you enter the data.
Selection Process: • Competitive panel review
process.
• Panel consists of a diverse group of professionals in arts management, foundation, and business management.
• Panel will review and evaluate the applications and make a recommendation to the Houston Arts Alliance Board of Directors.
FrenetiCore Residency Incubator | Class of 2013
Selection Criteria
Competency Residency Incubator
Mission (i.e. artistic merit) 250 points
Money (i.e. Finances & Fundraising)
200 points
Management: Board 200 points
Management: Staff 150 points
Marketing 100 points
Realistic & Achievable Goals for Graduation (Class of 2016)
100 points
TOTAL 1000 points
Dates Milestones April 25, 2013 11:30AM
Learning Sessions #6 with Incubators
CTC | FrenetiCore | InterActive Theatre Co.
May 3, 2013 5PM Application Deadline
June 2012 Panel Review
August 2012 Award Notifications
September 2012 Program Orientation
October 1, 2012 Grant cycle begins
Calendar Timeline
Annual Participation Requirements
• Attend 9 of 12 Incubator monthly meetings
• Attend 4 workshops and submit workshop reports to Basecamp/Water Cooler.
• Attend 2 required annual capacity building conferences
• Office must be staffed for at least 20 hours a week during regular business hours.
• Submit weekly timesheets.
• Pay the monthly participation fee throughout the Program.
Year 1 Year 2 Year 3
$150/mth $200/mth $300/mth InterActive Theater Company Residency Incubator Class of 2013
strengthen our
participants
Capacity Building Initiative
Business Volunteers for the Arts
Arts Database Management
Program
Patron Manager
CRM
Power2Give.org
Grants Program
APG | GOS | GOSE CI | Arts Marketing
Photo courtesy of Voices Breaking Boundaries Incubator Class of 2011
For more information,
please contact:
Jerome Vielman
Programs & Services Manager
Houston Arts Alliance 3201 Allen Parkway, Suite 250
Houston, Texas, 77019
Direct: 713.581.6122
Email: [email protected]
www.houstonartsalliance.com
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FrenetiCore Residency Incubator | Class of 2013
Residency Incubator Class of 2013 Profile
[left to right] JJ Johnston (Classical Theatre Company), Angela Foster (InterActive Theatre Company), Rebecca French (FrentiCore), Mollie Miller (Dance Source Houston/FrentiCore), Mauricio Campos (Brazilian Arts Foundation), Stephanie Wong (Dance Source Houston)
Class of 2013 Profile Aggregate Comparison (2010 v 2012) 2010 Totals 2012 Totals % change
FINANCIAL MANAGEMENT
Total Revenues (n=5) 640,532$ 895,377$ 40%
Total Expenses (n=5) 672,298$ 885,703$ 32%
STAFF MANAGEMENT
Total # Full Time Staff (n=5) 3 6 100%
Total # Part Time Staff (n=5) 12 14 17%
Total # Contractual Staff (n=5) 2 15 650%
# Artists Contracted (n=4) 89 146 64%
$ Total Fees to Artists Contracted (n=4) 98,009$ 138,042$ 41%
BOARD MANAGEMENT
Total # of Board of Directors (n=5) 33 36 9%
Class of 2013 Profile Average Comparison (2010 v 2012) 2010 Average 2012 Average % change
FINANCIAL MANAGEMENT
Total Revenues (n=5) 128,106$ 179,075$ 40%
Total Expenses (n=5) 134,460$ 177,141$ 32%
STAFF MANAGEMENT
Total # Full Time Staff (n=5) 0.6 1.2 100%
Total # Part Time Staff (n=5) 2.4 2.8 17%
Total # Contractual Staff (n=5) 0.4 3.0 650%
# Artists Contracted (n=4) 22.3 36.5 64%
$ Total Fees to Artists Contracted (n=4) 24,502$ 34,511$ 41%
% of Artists Fees to Total Expenses (n=4) 25% 19% -24%
BOARD MANAGEMENT
Total # of Board of Directors (n=5) 6.6 7.2 9%
% total board giving (n=5) 74% 100% 35%
Class of 2013 Profile Average Breakdown (2012) 2012 Average 2012 high 2012 low
FINANCIAL MANAGEMENT
Total Revenues (n=5) 179,075$ 275,000$ 100,000$
Total Expenses (n=5) 177,141$ 265,000$ 100,000$
STAFF MANAGEMENT
Total # Full Time Staff (n=5) 1.2 2 1
Total # Part Time Staff (n=5) 2.8 10 0
Total # Contractual Staff (n=5) 3.0 5 0
# Artists Contracted (n=4) 36.5 70 10
$ Total Fees to Artists Contracted (n=4) 34,511$ 80,000$ 16,500$
% of Artists Fees to Total Expenses (n=4) 19% 35% 10%
BOARD MANAGEMENT
Total # of Board of Directors (n=5) 7.2 12 4
% total board giving (n=5) 100% 100% 100%
